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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2021-04-23 |
Branch Locations
1220 Coit Suite 106, Plano, TX 75075 • United States
One Columbus Plaza, New Haven, CT 06510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 03/2021 | Present |
| Knights Of Columbus Insurance | New Haven | CT | 08/2019 | Present |
| Knights Of Columbus Insurance | New Haven | CT | 09/2014 | 08/2019 |
Trumpet Player 8 hours a month on nights and weekends 0 hours during trading hours 2505 Allegro Ln Plano, TX 75025 Knights of Columbus Insurance Assistant General Agent Non-Investment Related. Assistant General Agent - Selling Life Insurance & Annuities, Long Term Care Insurance, and Disability Insurance. Started 09/2014 80 hours monthly. New Haven, CT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-05 |
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